Commercial Real Estate Virtual Assistant

Outsourcey; Philippines; À distance; PHP 360 000 - 540 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Shape HR function at a rapidly growing

Career growth and development

Résumé du poste

Outsourcey in the Philippines is seeking an experienced CRE virtual assistant to support commercial real estate transactions, leases, underwriting, and data management. You will work with CoStar, Crexi, title profiles, and Salesforce to research properties, prepare lease abstracts, and maintain deal files.

Ideal candidates have 2+ years in CRE / lending or property management, strong Excel and CRM skills, and excellent English communication.

Qualifications

• 2+ years in a real estate VA or CRE/lending/property management role
• Knowledge of commercial real estate transactions and documents (title/escrow)
• Ability to read and summarize commercial leases; produce lease abstracts
• Understanding of basic underwriting concepts
• Advanced Excel, Word, Outlook, and PDF tools skills
• Experience with real estate data platforms (CoStar, Crexi)
• Experience with CRM platforms (Salesforce, HubSpot, Pipedrive, RealNex)
• Excellent written and spoken English; professional communication with brokers and lenders
• High attention to detail; following SOPs and checklists

Responsabilités

• CRE research and data gathering
• Use CoStar, Crexi, and title profile tools to research properties, owners, tenants, comps
• Summarize closed transactions with key data points (price, cap rate, rent, terms)
• Read and interpret commercial leases; prepare lease abstracts
• Analyze rent rolls and operating statements; normalize income/expenses
• Assist underwriting for listings and financing using Excel models
• Size up deals for owner-user/investment loans using lender criteria
• Build new Excel underwriting templates and troubleshoot formulas
• Review title reports, escrow instructions, and closing documents
• Organize digital deal files (leases, financials, reports, OMs, LOIs)
• Prepare listing packages and basic OMs from templates
• CRM & admin: update Salesforce; prepare call/follow-up lists
• Manage calendars and coordinate with clients, lenders, title, and escrow

Connaissances

Excel advanced

Word

Outlook

PDF tools

CoStar

Crexi

title profile tools

Salesforce

CRM platforms

English communication

Attention to detail

Outils

CoStar

Crexi

title profile tools

Salesforce

Description du poste

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

Profile Requirements:

• At least 2+ years of experience as a real estate VA or in a related CRE / lending / property management role.
• Practical knowledge of commercial real estate transactions and documents, including title and escrow.
• Strong ability to read, understand, and analyze commercial leases and produce lease abstracts.
• Solid understanding of basic underwriting concepts:
• Advanced skills in Microsoft Excel, Word, Outlook, and PDF tools (data cleanup, formulas, pivots, comments, PDF editing/annotation).
• Experience with CoStar, Crexi, and title profile tools or similar real estate data platforms.
• Experience working with Salesforce or related CRM platforms (e.g., HubSpot, Pipedrive, RealNex) for data entry, tracking, and reporting.
• Excellent written and spoken English, comfortable communicating with brokers, clients, title officers, escrow officers, and lenders via email, chat, and Zoom.
• High attention to detail, accuracy with numbers, and the ability to follow detailed SOPs and checklists.
• Preferred (Nice to Have)
• Prior experience supporting a commercial mortgage broker or commercial lender.
• Familiarity with AI tools for document review (e.g., AI lease abstraction, PDF analyzers) and willingness to learn new software quickly.
• Experience with U.S. commercial property types: industrial, retail, office, multifamily, and specialized assets.
• Preferred: Dual Monitor Setup

Core responsibilities:

• CRE research & data gathering
• Use CoStar, Crexi, title profile and other tools to research properties, owners, tenants, sales comps, and lease comps.
• Research closed transactions and summarize key data points (price, cap rate, rent, terms, concessions, etc.).
• Leases, rent rolls & financials
• Read and interpret commercial leases (AIR, CAR, and custom forms).
• Prepare clear lease abstracts capturing term, rent, options, NNN/CAM structure, reimbursements, caps, and unusual clauses.
• Analyze rent rolls and historical operating statements; normalize income and expenses based on provided guidelines.
• Assist with underwriting for listings and financing using existing Excel models and SOPs.
• Size up deals for owner-user and investment loans using provided metrics and lender criteria (DSCR, LTV, minimum coverage, etc.).
• Build new Excel underwriting templates for different deal types and help troubleshoot / correct formulas in existing spreadsheets.
• Transaction & document support
• Work with title and escrow: help review title reports, escrow instructions, and closing documents under guidance.
• Organize and maintain digital files for each deal (leases, financials, reports, photos, OMs, LOIs, term sheets).
• Assist in preparing listing packages, basic OMs, and finance packages from templates.
• CRM & admin support
• Update and maintain Salesforce (or similar CRM) with properties, contacts, activities, and pipeline stages.
• Prepare call lists, follow-up lists, and weekly status reports for active listings and loan files.
• Manage calendars, schedule calls, and coordinate with clients, lenders, title, and escrow as needed.

Benefits:

Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.